See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRUE TYPE PRINTING CO, INC.4+ years Filed as: TRUE NORTH COMPANIES Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $14,760 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE ST, SUITE 3W · CHICAGO, IL 60661 | Accounting | $8,500 |
MCCARTHY CALLAS & FEENEY PC4+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $8,039 |
INVESTMENT CONSULTING GROUP4+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,120 | $95,776-16.3% | $162,163-50.6% | $77,787+3.0% |
| Participation rate | 99.3% | 88.6%+10.6pp | 87.6%+11.7pp | 73.2%+26.0pp |
| Annual return | 0.80% | 37.03%-36.2pp | 115.59%-114.8pp | 32.57%-31.8pp |
| Employer contribution / active EE | $5,273 | $3,874+36.1% | $5,614-6.1% | $2,504+110.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $51 | $88-41.7% | $10,843-99.5% | $100-48.9% |